Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Sell
808
-108
-12% -$41.8K 0.17% 100
2025
Q1
$351K Buy
916
+39
+4% +$15K 0.2% 86
2024
Q4
$390K Sell
877
-39
-4% -$17.3K 0.22% 77
2024
Q3
$474K Buy
916
+155
+20% +$80.3K 0.24% 60
2024
Q2
$423K Buy
761
+14
+2% +$7.78K 0.21% 63
2024
Q1
$377K Buy
747
+29
+4% +$14.6K 0.17% 68
2023
Q4
$428K Buy
+718
New +$428K 0.22% 66